Carry (Financial Services) Overview

  • Year Founded
  • 2022

Year Founded

  • Status
  • Private

  • Employees
  • 49

Employees

  • Latest Deal Type
  • Angel

  • Investors
  • 21

Carry (Financial Services) General Information

Description

Operator of a tax-advantaged investment platform intended to assist business owners and high-earning professionals in optimizing their financial strategies. The company's platform offers features such as alternative investment options, automated portfolio management and built-in financial planning services, enabling investors to enhance their wealth management while minimizing tax liabilities and maximizing investment opportunities.

Contact Information

Website
www.carry.com
Formerly Known As
Ocho
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • 10 Grand Street
  • Floor 3, Brooklyn
  • New York, NY 11249
  • United States
Primary Industry
Other Financial Services
Other Industries
Asset Management
Educational Software
Financial Software
Vertical(s)
FinTech, EdTech
Corporate Office
  • 10 Grand Street
  • Floor 3, Brooklyn
  • New York, NY 11249
  • United States

Carry (Financial Services) Timeline

202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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Carry (Financial Services) Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Angel (individual) 01-Oct-2024 Completed Generating Revenue
2. Early Stage VC (Series A) 17-Jul-2024 Completed Generating Revenue
1. Seed Round 08-Dec-2022 $4.5M $4.5M Completed Generating Revenue
To view Carry (Financial Services)’s complete valuation and funding history, request access »

Carry (Financial Services) Cap Table

Stock # of Shares
Authorized		 Par Value Dividend Rate (%) Original
Issue Price		 Liquidation Liquidation
Pref. Multiple		 Conversion Price % Owned
Seed-1
Seed-3
Seed-2 2,008,781 $0.000010 $1.3 $1.3 1x $1.3 6.65%
To view Carry (Financial Services)’s complete cap table history, request access »

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Carry (Financial Services) Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of a tax-advantaged investment platform intended to assist business owners and high-earning professionals in op
Other Financial Services
New York, NY
49 As of 2025

West Hollywood, CA
 

Berwyn, PA
 
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Carry (Financial Services) Competitors (11)

One of Carry (Financial Services)’s 11 competitors is InvestCloud, a Private Equity-Backed company based in West Hollywood, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
InvestCloud Private Equity-Backed West Hollywood, CA
Envestnet Private Equity-Backed Berwyn, PA
55ip Private Equity-Backed Boston, MA
Corvee Corporation Fort Lauderdale, FL
Murex Venture Capital-Backed Paris, France
You’re viewing 5 of 11 competitors. Get the full list »

Carry (Financial Services) Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Carry (Financial Services) Investors (21)

Investor Name Investor Type Holding Investor Since Participating Rounds
Angel (individual) Minority
Accomplice VC Venture Capital Minority
Angel (individual) Minority
Angel (individual) Minority
Angel (individual) Minority
You’re viewing 5 of 21 investors. Get the full list »

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Carry (Financial Services) FAQs

  • When was Carry (Financial Services) founded?

    Carry (Financial Services) was founded in 2022.

  • Where is Carry (Financial Services) headquartered?

    Carry (Financial Services) is headquartered in New York, NY.

  • What is the size of Carry (Financial Services)?

    Carry (Financial Services) has 49 total employees.

  • What industry is Carry (Financial Services) in?

    Carry (Financial Services)’s primary industry is Other Financial Services.

  • Is Carry (Financial Services) a private or public company?

    Carry (Financial Services) is a Private company.

  • What is Carry (Financial Services)’s current revenue?

    The current revenue for Carry (Financial Services) is .

  • How much funding has Carry (Financial Services) raised over time?

    Carry (Financial Services) has raised $14.5M.

  • Who are Carry (Financial Services)’s investors?

    , Accomplice VC, , , and are 5 of 21 investors who have invested in Carry (Financial Services).

  • Who are Carry (Financial Services)’s competitors?

    InvestCloud, Envestnet, 55ip, Corvee, and Murex are some of the 11 competitors of Carry (Financial Services).

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